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How one firm helps recruits pass the CPA Exam

August 01, 2025

Weinstein Spira provides time for study, food for study groups, and a $10,000 bonus for staff who successfully complete the CPA Exam process.

  • career resources
  • practice management
  • pipeline

25% of workers ‘very likely’ to seek a new job

July 31, 2025

It’s still an employers’ job market for now, but more employees may be getting restless in their roles, data suggests.

  • business and industry
  • career resources
  • practice management

IRS, Security Summit remind tax pros they must have a Written Information Security Plan to protect client data

July 29, 2025

The Internal Revenue Service and its Security Summit partners today reminded tax professionals about the federal mandate to have a Written Information Security Plan (WISP) designed to help protect them against threats from identity thieves and data breaches. IRS provides resources to help with this process.

  • practice management
  • technology and cybersecurity
  • federal tax

Shorter workweek benefits extend beyond burnout recovery

July 24, 2025

Employees with shorter workweeks are more likely to experience positive health changes and better work fulfilment, and those improvements can provide workforces with job resources to accelerate professional and personal growth.

  • business and industry
  • career resources
  • practice management

Overworked or overwhelmed? The two sides of technology

July 16, 2025

Productivity is lacking in the workplace, according to a Microsoft survey, with technology posing both as the problem and the solution.

  • business and industry
  • practice management
  • technology and cybersecurity

Less than half of public accounting staff hold CPA licenses: Trial Balance

July 14, 2025

The larger the accounting firm, the fewer CPAs it has on staff, according to new data from Inside Public Accounting.

  • practice management
  • pipeline

Plan ahead to solve the succession dilemma

July 14, 2025

Succession is a journey that can take several years, so the timing is important and it needs to be a choice, not a crisis.

  • career resources
  • practice management
  • emergency assistance and practice continuation

Strategic planning for CPAs

July 10, 2025

There has never been a time when carefully planning out the future of your firm has been so important, says Matt Rampe of Rosenberg Consulting, as he offers a roadmap for building the firm you want.

  • practice management

The future of jobs: A 2030 outlook

July 10, 2025

The World Economic Forum’s Future of Jobs Report 2025 acknowledges the 4.9% global unemployment rate — the lowest since 1991. Behind this figure, though, is a decrease in the rate for middle-income countries but an increase for low-income countries. In addition, the fall in women’s unemployment to 5.2% lags behind the fall to 4.8% for men from the 2020 peak of 6.6% for both men and women.

  • business and industry
  • career resources
  • practice management

Hiring Headaches: 93% of Managers Say the Process Takes Longer Than Two Years Ago

June 18, 2025

As companies strive to stay nimble and deliver on critical business initiatives, new research from talent solutions and business consulting firm Robert Half shows that hiring is becoming increasingly time-consuming—and costly. In a survey of more than 2,200 U.S. hiring managers, nearly all (93%) said the hiring process takes longer now than it did just two years ago.

  • business and industry
  • career resources
  • practice management

Lessons from a CPA whose firm delivered a ‘textbook response’ to data breach

June 18, 2025

A click on a link in an email that could have brought down Catharine Drake Madeley’s CPA firm instead caused 40 clients whose tax information was exposed in a data breach to think of her and her staff even more as trusted advisers.

  • practice management
  • state tax
  • technology and cybersecurity
  • federal tax

How talent scarcity is reshaping accounting teams

June 04, 2025

The accounting talent shortage has reached a near-crisis level, with all indications that the trend will continue for some time.

  • practice management
  • pipeline

Display that CPA

May 27, 2025

If you possess the skill, smarts, and persistence to become a licensed CPA, that should be something to celebrate and declare in your business dealings.

  • business and industry
  • career resources
  • practice management
  • pipeline

The Essential New Hire Onboarding Checklist for Employers

April 24, 2025

Bringing someone new onto the team is more than just handling forms and saying hello. It's your first real opportunity to show them what it means to be part of your organization — and to lay the groundwork for their long-term success and sense of belonging.

  • business and industry
  • career resources
  • practice management

Baker Tilly, Moss Adams merge to create 6th-largest US CPA firm

April 22, 2025

A merger of top-15 accounting firms Baker Tilly and Moss Adams will create the nation’s sixth-largest advisory CPA firm.

  • member news
  • practice management

Governor Lamont Launches Reporting Tool for Entities in Connecticut Impacted by Recent Federal Actions

April 16, 2025

Governor Ned Lamont announced that he is encouraging businesses, nonprofits, and municipalities in Connecticut that have been impacted by recent actions from the federal government to report that information to the state so that it can be compiled into a central database and provide state policymakers with a better understanding of how these directives are affecting various groups, geographical regions, and sectors of the economy.

  • business and industry
  • practice management
  • advocacy - state

Employee ownership and taxes: Why firms are choosing ESOPs

April 15, 2025

Employee stock ownership plans (ESOPs) have gained popularity among accounting firms in response to some of the profession’s biggest trends — the influx of private equity (PE), the struggle to recruit and retain staff, and the need to fund partner retirements.

  • practice management
  • federal tax

A Guide to Maximize Your CPA Firm Sale

April 01, 2025

Whether you are approaching retirement age, want to spend more time with your family, or looking to start something new, selling your CPA firm requires proper preparation. Careful consideration of timing and paying attention to details can help ensure a smooth process when you are ready to sell your CPA firm.

  • career resources
  • practice management
  • emergency assistance and practice continuation

Should I disclose my use of gen AI to clients?

April 01, 2025

In today’s rapidly evolving technological landscape, the use of generative AI is gaining currency in the accounting profession. Not only are CPA firms integrating generative AI into administrative workflows, but a growing number of firms are investigating how deploying generative AI can help them more efficiently deliver solutions to clients. Generative AI options range from publicly available platforms to custom-built systems and include essential programs that also make use of generative AI, such as technical research software. Regardless of the platform or software, CPAs are increasingly asking, “Should we inform our clients about our use of generative AI, and if so, how?“

  • business and industry
  • practice management
  • technology and cybersecurity

State Board of Accountancy Issues Clarification on Attestation Work Advertising, Peer Review Enrollment

March 19, 2025

At the March State Board of Accountancy meeting, the issue of advertising attestation services and peer review enrollment was addressed. Previously, the Department of Consumer Protection (DCP) prohibited CPAs from advertising attestation work unless they were enrolled in the peer review program.

  • practice management
  • advocacy - state